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Beaumont Capital Management

Latest statistics and disclosures from Beaumont Capital Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPAB, VEA, XLV, FLQM, AGG, and represent 28.53% of Beaumont Capital Management's stock portfolio.
Added to shares of these 10 stocks: FLQM (+$5.7M), IAI, IGSB, XLV, SPHQ, GRID, AGG, SMIN, BTAL, XLK.
Started 13 new stock positions in IOO, CRBU, CWB, MBB, XBI, FLQM, SPHQ, GUTS, TLT, IAI. IGSB, SMIN, TOK.
Reduced shares in these 10 stocks: OUSA (-$5.3M), , IWD, USDU, AMLP, MUB, XOP, RPV, SPHB, IWR.
Sold out of its positions in OUSA, AMLP, RPV, SPHB, IWR, IJJ, MUB, KBE, XOP, XLE. USDU.
Beaumont Capital Management was a net buyer of stock by $549k.
Beaumont Capital Management has $136M in assets under management (AUM), dropping by 6.48%.
Central Index Key (CIK): 0001806628

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Positions held by Beaumont Capital Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Beaumont Capital Management

Beaumont Capital Management holds 49 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Portfolio Agrgte (SPAB)	10.9	$15M		570k	26.14	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.8	$6.5M		124k	52.81	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	4.6	$6.2M	+46%	40k	154.02	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	4.2	$5.7M	NEW	102k	55.70	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.1	$5.6M	+31%	55k	101.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	4.0	$5.5M		21k	263.83	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	3.7	$5.0M	+10%	91k	55.08	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	3.7	$5.0M	+12%	56k	88.44	View chart
Select Sector Spdr Tr Technology (XLK)	3.6	$4.9M	+14%	22k	225.77	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	3.6	$4.9M	+14%	51k	96.38	View chart
Select Sector Spdr Tr Indl (XLI)	3.6	$4.9M	+10%	36k	135.44	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	3.6	$4.8M	-4%	60k	80.78	View chart
Select Sector Spdr Tr Financial (XLF)	3.5	$4.8M	+5%	105k	45.32	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	3.4	$4.6M	+3%	56k	83.00	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	3.4	$4.6M		103k	44.67	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	3.1	$4.2M		80k	52.58	View chart
Invesco Actively Managed Exc Var Rate Invt (VRIG)	2.8	$3.9M	+2%	154k	25.09	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.7	$3.7M		59k	63.00	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	2.3	$3.2M	+11%	39k	81.23	View chart
Ishares Tr Us Br Del Se Etf (IAI)	1.9	$2.6M	NEW	21k	128.56	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.9	$2.6M	NEW	49k	52.66	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.9	$2.6M		9.7k	267.37	View chart
Agf Invts Tr Us Market Netrl (BTAL)	1.8	$2.5M	+97%	128k	19.60	View chart
Wisdomtree Tr Chinadiv Ex Fi (CXSE)	1.7	$2.4M		71k	33.15	View chart
Wisdomtree Tr India Erngs Fd (EPI)	1.6	$2.2M		43k	50.46	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	1.4	$1.9M	+248%	15k	127.25	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.4	$1.9M	+4%	50k	37.56	View chart
Ishares Msci Emrg Chn (EMXC)	1.3	$1.8M		30k	61.11	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.2	$1.6M	NEW	24k	67.27	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	1.2	$1.6M		29k	53.63	View chart
Ishares Tr Msci India Sm Cp (SMIN)	1.0	$1.3M	NEW	15k	86.00	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$1.2M	-2%	15k	79.42	View chart
Doubleline Etf Trust Opportunistic Bd (DBND)	0.9	$1.2M	-4%	26k	47.36	View chart
Ishares Tr Msci India Etf (INDA)	0.8	$1.1M		19k	58.53	View chart
Global X Fds Gbl X Ftse Etf (ASEA)	0.5	$672k		39k	17.32	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.5	$649k	+145%	5.4k	119.71	View chart
Spdr Ser Tr S&p Cap Mkts (KCE)	0.4	$547k	-6%	4.4k	124.88	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.3	$414k	+3%	3.9k	107.11	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.3	$376k		15k	25.91	View chart
Ishares Tr Msci Kokusai Etf (TOK)	0.2	$316k	NEW	2.7k	116.54	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	0.2	$315k	NEW	4.1k	76.59	View chart
Ishares Tr Gov/cred Bd Etf (GBF)	0.2	$309k	+3%	2.9k	106.84	View chart
Ishares Tr Global 100 Etf (IOO)	0.2	$233k	NEW	2.3k	99.16	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$232k	-92%	1.2k	189.80	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.2	$230k	NEW	2.3k	98.80	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$229k	NEW	2.4k	95.81	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$229k	NEW	2.3k	98.10	View chart
Caribou Biosciences (CRBU)	0.0	$32k	NEW	16k	1.96	View chart
Fractyl Health (GUTS)	0.0	$25k	NEW	10k	2.53	View chart

Past Filings by Beaumont Capital Management

SEC 13F filings are viewable for Beaumont Capital Management going back to 2020

Beaumont Capital Management 2024 Q3 filed Nov. 5, 2024
Beaumont Capital Management 2024 Q2 filed Aug. 12, 2024
Beaumont Capital Management 2024 Q1 filed May 10, 2024
Beaumont Capital Management 2023 Q4 filed Feb. 12, 2024
Beaumont Capital Management 2023 Q3 filed Nov. 9, 2023
Beaumont Capital Management 2023 Q2 filed Aug. 3, 2023
Beaumont Capital Management 2023 Q1 filed May 11, 2023
Beaumont Capital Management 2022 Q4 filed Feb. 9, 2023
Beaumont Capital Management 2022 Q3 filed Nov. 10, 2022
Beaumont Capital Management 2022 Q2 filed Aug. 10, 2022
Beaumont Capital Management 2022 Q1 filed May 13, 2022
Beaumont Capital Management 2021 Q4 filed Feb. 9, 2022
Beaumont Capital Management 2021 Q3 filed Nov. 3, 2021
Beaumont Capital Management 2021 Q2 filed Aug. 4, 2021
Beaumont Capital Management 2021 Q1 filed May 4, 2021
Beaumont Capital Management 2020 Q4 filed Feb. 9, 2021

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